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Transaction Advisory Services Manager

LBMC, PC and the LBMC Family of Companies have more than 500 employees, with offices in Chattanooga, Knoxville and Nashville (Brentwood), Tennessee. As a Top 50 Firm, we are the third largest regional accounting firm in Southeast and the largest local firm in Middle Tennessee. LBMC has been consecutively awarded as a Tennessean Top Place to Work and recently awarded Simplicity's Best Places to Work for Recent Grads.

We are seeking individuals with a background transaction advisory services (TAS) to add to our growing Transaction Advisory Services practice group to fill a Manager position in our Nashville office.

PRIMARY DUTIES | RESPONSIBILITIES

  1. Manage and participate in due diligence engagements related to acquisitions by private equity investor groups and strategic corporate buyers. Analyze financial/operational results of targets through reviewing accounting records and conducting interviews with client and target management. Prepare/evaluate pro forma financial information.
  2. Demonstrate proven extensive knowledge and success in managerial roles interviewing executive management at target companies, as well as extensive knowledge assessing a target company's quality of earnings, net assets, and cash flows.
  3. Identify issues for purchase price reductions, deal structuring or deal termination. Identify post-acquisition action steps to achieve anticipated earnings/cash flow improvements. Evaluate effects of seasonality and cyclicality on cash flow requirements. Perform industry and company research. Correlate due diligence findings with client valuations.
  4. Proven ability to write credible, succinct and insightful business reports and to deliver effective client presentations.  Prepare and/or review client deliverables including reports and schedules.
  5. Develop/maintain productive working relationships with client personnel.  Manage expectations of service. 
  6. Manage and review the work of Staff and Senior employees. Conduct timely performance reviews for Staff and Senior employees and help to develop and guide staff and other junior Transaction Support professionals by providing effective performance feedback/training and ensuring team responsibilities are consistent with skills and developmental goals. Lead by example. Comply with LBMC, PC policies and guidelines.
  7. Strong interpersonal & communication skills. Credible and articulate to be able to present to senior executives.
  8. Generate new business opportunities. Identify business development opportunities and assist Partners and Senior Managers on proposals and new business opportunities by drafting responses, participating in the proposal process, building client relationships, demonstrating knowledge of client business and communicating directly with the target company.
  9. Commit to developing knowledge. Use technology to continually learn, share knowledge with team members, and enhance service delivery. Respect/protect client information. Maintain an educational program to continually develop skills.
  10. Advanced level of technical proficiency and computer literacy particularly with spreadsheets (Word, Excel, PowerPoint).

QUALIFICATIONS

  • Bachelor's degree in Accounting
  • CPA certification
  • 4-6 years previous experience as a Senior Accountant and Manager in Audit and/or TAS at a public accounting firm is required
  • Willing and able to travel (10-15%), when necessary.

LBMC PERKS & BENEFITS HIGHLIGHT

  • Competitive salaries
  • Generous Paid Time Off package
  • Paid Maternity, Paternity and Adoptive Leave
  • Firm provided short-term and long-term disability insurance
  • Firm provided life insurance
  • Health, dental and vision insurance
  • Health Savings Account (HSA) with firm contribution
  • Flexible Spending Accounts
  • 401(k) plan with firm contribution
  • Provided refreshments
  • Business casual dress and casual Fridays
  • Local charity support
  • Quarterly and holiday office celebrations
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